The Family Firm’s F5 FFIV Stock Holding History

The Family Firm’s Portfolio FFIV Stock Details FFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-145	Closed	-$25K	–	426
2024 Q2	$25K	Buy	+145	New	+$25.4K	0.01%	538

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

The Family Firm's FFIV Position: Q3 2024 in Review

The Family Firm sold out of F5 (FFIV) in Q3 2024, closing a stake of 145 shares — an estimated $25K sold.

The Family Firm first reported a position in FFIV in Q2 2024 and held it in 1 quarter. The position peaked at $25K in Q2 2024. 585 funds tracked by Wall St. Rank hold FFIV as of Q3 2024.

The Family Firm reported no remaining F5 position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 145 F5 shares in Q3 2024, an estimated $25K.
The Family Firm first reported a position in F5 in Q2 2024 and held it in 1 quarter.
The Family Firm's F5 position peaked at $25K in Q2 2024.
585 funds tracked by Wall St. Rank held F5 as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.